+42.5%
OVV vs WCC
+492.1%
-449.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.1% | -8.2% | -4.3% |
| 7D | -10.7% | -5.7% | -5.1% | -8.6% |
| 30D | -5.3% | -13.5% | +8.2% | +0.7% |
| 3M | +2.4% | -12.9% | +15.3% | +7.0% |
| 6M | +5.7% | -10.7% | +16.3% | +6.0% |
| YTD | +56.8% | +30.0% | +26.8% | +21.9% |
| 1Y | +59.3% | +24.7% | +34.6% | +26.1% |
| 3Y | +49.0% | +136.6% | -87.6% | -30.1% |
| 5Y | +88.1% | +143.9% | -55.8% | -23.8% |
| 10Y | +42.5% | +465.9% | -423.4% | -65.9% |
| All | +42.5% | +492.1% | -449.5% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling